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Advisor at INFINITY FINANCIAL SERVICES ADVISORY
Laguna Woods, CA | OAKLAND, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INFINITY FINANCIAL SERVICES ADVISORY | Independent wealth | Nov 25, 2025 | n/a | yes | Laguna Woods, CA|OAKLAND, CA | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | May 24, 2018 | Dec 9, 2024 | no | Irvine, CA|RIVERSIDE, CA|Irvine, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | INFINITY FINANCIAL SERVICES ADVISORY | Dec 9, 2024 | Nov 25, 2025 | 351 | Firm change | Ibd to RIA |